Your team

McMillan Wealth Solutions is a truly intergenerational team. From Kathy McMillan’s near three decades experience guiding affluent families, professionals and business owners, straight through to the entrepreneurial drive of our newest team members, we turn our unique perspectives into your greatest wealth planning asset. We’re intergenerational and collaborative, liaising with your outside counsel while leveraging the support of Richardson GMP’s team of in-house tax and estate planning professionals. And we do so with unparalleled excellence. Learn more about our expertise below:

Kathy McMillan CFP®, RFP, FDS, CIM®, CeFT®, CFDS
Director, Wealth Management, Portfolio Manager, Investment Advisor
Tel: 403.355.6050

Kathy has over 25 years of experience in personal financial management and is a Certified Financial Planner (CFP®), Registered Financial Planner (RFP), Financial Divorce Specialist (FDS) and Chartered Investment Manager (CIM®). Kathy is one of the first individuals in Canada to have trained with the Sudden Money Institute in Florida specifically to develop unique skills in order to assist individuals undergoing personal and financial transition and is a Certified Financial Transitionist (CeFT®).

Kathy's passion for wealth planning is only surpassed by the talent of her team who take a collaborative approach with their clients. The team engages their varied and expert resources along with those of Richardson GMP, an independent family wealth management firm. Kathy and her team believe in strong relationships with all clients and understand that every client has unique needs and goals. Through a holistic approach, they develop a balanced investment portfolio tailored to each client, ensuring they achieve their goals and objectives.

Growing up, Kathy had the opportunity to see and live in many regions of Canada, from Vancouver to St. John's. She settled in Ottawa in 1989 where she subsequently built a successful financial planning practice. In 2001 she was extremely happy and excited to return to her home province, where she enjoys all that Calgary and the mountains have to offer. While clients always come first, on weekends, Kathy takes advantage of the many outdoor activities in the wonderful playground of Panorama, and she also manages to return to visit Ontario cottage country in summer and squeeze in the occasional travel week.

Mona Schoenfeld CFP®, FDS
Associate Investment Advisor
Tel: 403.355.6051

With over 20 years of experience, Mona brings a wealth of knowledge to the team. She is a Certified Financial Planner (CFP®), Financial Divorce Specialist and is also a Life Insurance licensed advisor. Along with Kathy, Mona has recently completed a Certified Financial Transitionist course which provides specialized training to work with individuals undergoing personal and financial transition.

As a member of the Financial Planning Standards Council and the Canadian Institute of Financial Planners, Mona has solid experience in tax and financial planning, portfolio analysis, and a strong administrative background. Her favourite part of the team’s practice is the time she gets to spend working directly with clients. Helping clients with questions, solving problems and achieving their goals is what she finds most rewarding.  

Born in B.C., Mona spent her teenage years in Saskatoon, SK and married her high school sweetheart. She moved to Calgary for five years before going overseas with her husband for eight years, which were spent mostly in Asia. Her interest in tax and financial planning for expatriates is what first brought her to the financial planning industry. Away from work, Mona is an avid golfer and very involved with her community. She loves to read and travel, preferably to great golf locations with her husband. She has one grown son, Sean, and an independent (and somewhat bossy) cat.

Keith Button CFP®
Associate, Wealth Planning
Tel: 403.355.6052

Keith is a Certified Financial Planner (CFP®) with over 19 years of experience in the financial services industry, the last 13 years with McMillan Wealth Solutions. 

Keith’s primary role is to spend time meeting with clients and help them through the transitions of life. He listens carefully to their stories, hopes, and fears, and then, working with the extended McMillan Wealth Solutions team, he delivers wealth planning and investment strategies to clients. He says “our process is well proven, but constantly evolving to match clients’ needs and expectations; as well as the ever-changing financial landscape.” Keith also mentors other members of the team and often takes the lead on research.

When not at work, Keith enjoys spending time with his wife and two daughters, preferably in the great outdoors. Riding his motorcycle, skiing, and camping are all favourite pastimes.

Karen J. Boudewyn
Business Development Assistant
Tel: 403.776.6233

Karen began her career in 1994, in Victoria, BC where she spent 13 years gaining both knowledge and experience working with startup companies developing business plans, strategic consulting, investor relations while transitioning companies from private to publicly traded. The opportunity and pressures to balance and manage communications and regulatory compliance with investor relations has supplied Karen with a truly unique and valuable view of business many in our field just do not have. She is currently working on her Certified Financial Planner (CFP®) designation course.

Karen believes in supporting those around her which starts with giving back to the communities where she and her family live. Her most humbling but rewarding position was with JDRF where she led a team of volunteers in creating a gala night to remember which, after months of work, raised over $250,000 to support families and help fight type one diabetes. In her spare time, Karen and her husband enjoy travelling and explore new cities and countries and around the world while also taking time just to relax in more familiar areas. Karen is an accomplished martial artist with a black belt in Shotokan karate and also enjoys the outdoors by hiking, biking, and skiing whenever she can. Karen and her husband are most proud of their two children who are passionately determined and motivated young adults, working hard to succeed and enjoy the lives they lead.

Bill Green CFP®, CFDS, CIM®
Associate, Wealth Planning
Tel: 403.355.6053

William (Bill) Green has been in the financial and estate planning business for over 29 years. He is a Certified Financial Planner (CFP®), as well as a Chartered Financial Divorce Specialist (FDS). Bill also holds his Chartered Investment Manager (CIM®) designation and is one of only a handful of Canadians who is a member of the Nazrudin Project, an international advisory think-tank of financial planners, psychologists, and other professionals dealing with the emotional and psychological aspects of money and money management.  

Since he started in the financial services industry, Bill has worked for both small and large independent firms and with a large Canadian bank brokerage and their retail banking division. Bill is also the author of “The Success Tax Shuffle: an easy to understand book”, on the often-misunderstood subject of estate planning and the final tax grab.

After several years of contracting with McMillan Wealth Solutions, Bill joined our team as a full-time member in the spring of 2018. He writes financial plans, retirement projections and is our team’s insurance solution specialist. He enjoys many outdoor activities including canoeing, kayaking, fishing, hiking, cross-country and downhill skiing. 

Karla Sampson
Associate
Tel: 403.355.6048

Karla graduated in June 2016 from the University of Calgary with a Bachelor of Commerce degree in Financial Planning. While completing her degree, Karla worked in the financial services industry for a major Canadian bank.  Karla enjoys working with clients and loves helping them reach their goals. She looks forward to developing her skills further in the area of holistic financial planning and is currently working on her Certified Financial Planner (CFP®) designation course.

Karla grew up in Alberta where she spent her time playing competitive soccer and figure skating. Karla moved to Calgary for university and enjoys its proximity to the mountains, its culture and its abundance of unique restaurants. In her spare time, Karla and her husband Nick love to go to the mountains to hike, snowboard and camp.

Heather McDiarmid
Assistant
Tel: 403.355.6053

Heather has been involved in the financial industry for over 40 years.  She works closely with Keith in the management of his clients' portfolios, arranging meetings and remaining in contact to ensure seamless management of clients' financial affairs. Heather assists in the gathering and inputting of information for the preparation of financial plans and with other special projects for the team.

Heather enjoys reading, relaxing and loves to travel. She has already been to England, Scotland, Australia, Vanuatu, Fiji, and American Samoa.

Charlotte Marshall
Assistant
Tel: 403.355.6049

Charlotte came to us from 8 years working in the hospitality industry. Her eye for detail, friendly demeanour and willingness to go above and beyond to exceed our clients’ expectations has made her an integral part of the team. 

In her role as an administrative assistant, Charlotte is very involved with day to day preparation, servicing and organizing unique events for our clients. 

Moving to Canada from the UK at the age of 11, Charlotte grew up in Calgary’s backyard — Panorama Mountain Village. As a Level 2 ski instructor, Charlotte’s weekends and holidays are filled with skiing in the mountains with friends and family. In her spare time, Charlotte also loves to travel, with Europe, Asia and Australia already under her belt.